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Online Resumes with "high net worth "
Financial Specialist - 17 Years of Experience - Near 11003
Summary: Dedicated finance professional with extensive experience in the investment industry. Skilled in Asset Management, Portfolio Management, Investment Management, Securities, Partnerships and Hedge Funds. Committed to working effectively with both internal and external parties to achieve outstanding results.
Tags for this Online Resume: High Net Worth, Securities, Asset Management, Documentation, Funds Investment, Futures, Hedge Fund, KYC, Management, Pricing
Personal Financial Advisor - 20 Years of Experience - Near 33186
PROFESSIONAL SUMMARY Dynamic Private banker with strong background in all aspects of financial management. Successful at managing multiple assignments and maximizing customer satisfaction. SUMMARY OF QUALIFICATIONS * Exceptional background working with clients, families and their advisers to examine objectives, determine risk threshold, and provide proper solutions. * Extensive knowledge of financial products. * Superior re...
Tags for this Online Resume: Business Development, Financial, High Net Worth, SAP MM module, English Language, Financial Management, French Language, Management
Claims Adjuster - 13 Years of Experience - Near 60446
SUMMARY OF QUALIFICATIONS * Over 5 years experience in Insurance Industry. * Over 5 years experience as an auto damage adjuster and estimate reviewer. * Proven ability to handle multiple tasks and projects. * Commitment to excellence and quality customer service. * Able to set and achieve goals and work well under pressure. * Over 10 years experience in customer service and related fields. * Over 4 years experience with Mit...
Tags for this Online Resume: Documentation, Insurance, High Net Worth, Settlements, Assessments, Claims Adjuster, Customer Service, Pathways, Quality, Quality Assurance
Financial Manager, Branch or Department - 5 Years of Experience - Near 60465
Professional Summary Results-oriented banking professional with over 20 years in sales and branch management, loan management and general bank operations. A motivated client focused and positive professional, highly effective at branch, account and project management. Extensive knowledge of banking products and services which entails new technologies and customized marketing.
Tags for this Online Resume: Banking Industry, High Net Worth, Sales, Services, Process Improvements, Management, Marketing Management, Microsoft, Microsoft Excel, Microsoft Outlook
Accountant - 20 Years of Experience - Near 11803
I have extensive knowledge of audits, taxes, financial statement presentation ans accounting principles. I am a team player and a firm believer in communication.
Tags for this Online Resume: SEC, apparel, Interim Management, Management, Retail, High Net Worth, Accounting, Real Estate, Accounting Functions, cpa, finance, accounting, gaap, accountant
Manager - 20 Years of Experience - Near 85374
Professional Summary: * Detail oriented First Mortgage Underwriting Manager and Quality Assurance management professional * 12 years with Bank of America, 24 years mortgage industry experience * Strong background in underwriting, credit risk and quality assurance * Subject Matter Expert for direct report underwriters and analysts * Underwriter evaluations, training, coaching, production, quality and ensuring KPI's and SLA m...
Tags for this Online Resume: Quality Assurance, Test, Underwriter, Fraud, High Net Worth, Quality, Quality Control, Risk Analysis, Underwriting, Management, management, manager
Sales Manager - 20 Years of Experience - Near 92651
PROFILE distribution strategies, corporate financial management, compliance, and fiduciary standards * Award-winning producer and divisional sales leader at Allianz Global and AB (Alliance Bernstein) * Experienced in working with retail and institutional clients in the wire, independent, bank and RIA channels * Exceptional organizational, interpersonal and analytical skills
Tags for this Online Resume: Sales, Fixed Income, High Net Worth, Mutual Funds, Distribution, RIA, Benefits, Financial, Analytical Skills, Certified Financial Planner, outside sales, business development
Insurance Agency Owner - 6 Years of Experience - Near 92677
A seasoned sales professional with over 15 years of proven financial and insurance experience managing sales and service teams. Built insurance agency from the ground up to be in the top 10% of the country. Specializes in exceptional customer experience and retention. Ready for my next great challenge.
Tags for this Online Resume: Insurance, Sales, Account Management, Commodities, Customer Relationship Management, Financial, Financial Services, Forecasting, High Net Worth, Investment Opportunities, Customer Service, Business Development
General Counsel - 20 Years of Experience - Near 90405
Alejandro B. Vargas is an International Business Lawyer with a in depth experience in structuring, negotiating, closing and managing businesses, joint ventures and strategic alliances, with an expertise in negotiations, management, mergers & acquisitions, corporate financing, investor relations, asset management, business development and marketing and distribution of telecommunications products and private equity and privat...
Tags for this Online Resume: Acquisitions, Asset Management, Business Development, Distribution, Entertainment, Equity
Customer Service Supervisor - 20 Years of Experience - Near 94519
Tags for this Online Resume: Financial, Accounting, Billing, Complaints, e-Commerce, Buying, High Net Worth, Insurance, Life Insurance, Management, sales, call center, customer service, sales associate, event specialist, customer service representative, educator, Workshop leader, financial coach, Event Coordinator
Director - 9 Years of Experience - Near 07302
Areas of Expertise * Financial Industry Experience: CAO and in-house counsel of leading international Market Data consultancy. Industry experience including legal representation of both consultancies and employees within sector as well as active involvement relating to the financial sector in both non-contentious and contentious roles. Extensive experience of drafting and negotiating contracts both in Market Data and other ...
Tags for this Online Resume: Litigation, Financial, Banking Industry, Business Development, New Business Development, Management, Project Management, Security, High Net Worth, Benefits, management, manager
Financial Advisor - 18 Years of Experience - Near 30188
I am a hard working and dependable individual with diversified experience in sales, finance, and education, seeking employment with a professional organization. I am a motivated and success-driven individual, proficient with several current software packages. My objective is to obtain a position with a dynamic company allowing opportunity for growth and advancement.
Tags for this Online Resume: Financial, Fixed Income, Investment Opportunities, Planning, Referrals, E*TRADE, Bonds, Book of business, Email, High Net Worth, schwab, wealth manager, relationship manager, portfolio manager
